As a holder agree... but when i get my head out of the clouds and face the reality that the market is placing the best part of $400M valuation on this beast i really need to consider whether better value lies elsewhere.
I'm happy to be convinced on why this is worth $375M today.. Yes we have the mining infrastructure ready to go in SA, yes Algeria looks like winner, long term but @ $375M surely a sense check is required.
Yes i hear the Zinc shortage that is pending, but all other pure play zinc mobs are following in the zinc price lower.. for that price you could buy a fk tonne of pp zinc exposure.
TZN Price at posting:
21.0¢ Sentiment: Sell Disclosure: Held
